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Send documents to candidates from the Documents tab

Send documents to candidates faster, directly from the Documents tab.

Written by Ruthie Hanna
Updated over a week ago

You can now send documents to candidates faster, directly from the Documents tab. Choose the documents you want to share and send them in just a few clicks — with the option to add a custom message or use a default one for speed.

How to send documents

  • Open the candidate profile and go to the Documents tab.

  • Click Send documents.

  • Select the document(s) you want to send.

  • Choose your message option:

    • Use the default message to send quickly, or

    • Write a custom message to personalize your outreach

  • Click Send.

That’s it — your documents are delivered to the candidate right away.

Tips

  • Use the default message for routine document requests or standard forms.

  • Add a custom message when you need to provide context or instructions (e.g., deadlines or next steps).

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